Integrate FluentCRM with Moneybird
Send information between FluentCRM and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Moneybird each time a new contact is created in FluentCRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Moneybird whenever a new contact is created in FluentCRM.
How it works
- The flow triggers when a new contact is created in FluentCRM.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact is in Moneybird each time a new contact is created in FluentCRM
FluentCRM + Moneybird
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Supported triggers and actions
Integrate FluentCRM and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact removed from tags
Triggers when a contact removed from tags
Contact added to tags
Triggers when a contact added to tags
Contact created
Triggers when a new contact is created
Contact remove from lists
Triggers when a contact is removed from lists
Contact updated
Triggers when an existing contact is updated
Contact added to Lists
Triggers when a contact is added to lists
New contact
Triggers when a new contact is created
New quote
Triggers when a new quote is created
New sales invoice
Triggers when a new sales invoice is created
All Actions - Actions are the automated tasks
Create list
Creates a new list
Create contact
Creates a new contact
Create tag
Creates a new tag
Update contact
Updates the details of the specified contact
Fetch contact
Fetches the details of an existing contact using ID
Create contact
Creates a new contact
Send sales invoice
Sends a sales invoice to the specified email
Create document
Creates a new document
Create estimate
Creates a new estimate
Create sales invoice
Creates a new sales invoice
Fetch contact
Fetches a contact by email
Fetch product
Fetches a product by description
What is FluentCRM?
FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.
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What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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